What is a Query?

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asked Jul 28, 2015 in How To by Admin

1 Answer

answered Jul 28, 2015 by Admin
edited Jul 29, 2015 by Admin
 
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The most simple form of a query is to only show account in a report or list that also match the criteria selected in the query.

So lets say we are pulling a report of a class list of 6th grade, or a list of payments between certain dates.

Without any query the report already has built in the option to select certain criteria of what you want to see. In the first case you only want to see students of 6th grade. You chose the grade on top of the report screen and the period right next to the report selection. Without any query you have filtered your list based on the grade you selected. In the second case just by entering the from and to dates on top and choosing the company the report will only show the requested info.

Now if you want to take out certain accounts/students from the list or only include certain accounts/students based on different info you have on the account, you can use a query. So lets say you only want to see people that live in Brooklyn you would go to the general info sub-tab in the Query tab and choose the field city from the field selection and choose Brooklyn from the list on the right and press on include. Now if you re-run the report it will only show accounts/students that have an address that has the city set to Brooklyn. If you want everyone except Brooklyn you can choose Exclude instead of include in order to Exclude Brooklyn.

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